Prerequisites - EDM Services - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/EDM-Services/English/Foundation-22.1/EDM-Services/Unity-Client-Usage/Usage/Using-Persistent-Checkout/Prerequisites - 2022-08-18

EDM Services

Platform
OnBase
Product
EDM Services
Release
Foundation 22.1
License
Premier
Standard
Essential
ft:locale
en-US

Before you can check documents in and out of OnBase in the Unity Client, you must meet the following prerequisites:

  • Your database is licensed for EDM Services.

  • The Document Type that you want to use for checking out documents is configured with Allow Persistent Check Out selected.

  • You have User Rights for the Check In/Check Out features.

  • If checking out to Google Drive, the functionality must be enabled from within the Configuration module.